How big is Gerdau Ameristeel US Inc.'s plan?

Gerdau Ameristeel US Inc.'s plan reported $40.7M in assets and 43 participants for 2023.

Original filing (PDF)20250630124048NAL0006608643001

Gerdau Ameristeel US Inc.

Name: Gerdau Ameristeel US Inc. — Gerdau Ameristeel US, Form 5500 (2023)
Creator: Gerdau Ameristeel US Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gerdau Ameristeel US Pension Plan for Union Employees

Defined-benefit pension plan · Gerdau Ameristeel US Inc.'s Gerdau Ameristeel US Pension Plan for Union Employees held $40.7M in plan assets for 43 participants in 2023, with Logos Pension Group as recordkeeper.

Signals · 1

31% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$40.7M

Net assets (EOY)

$40.6M

People on this filing

Mike Jones signed Gerdau Ameristeel US Inc.'s 2023 Form 5500 as plan administrator.

Mike Jones — Plan Administrator — Form 5500 signer
Robert P. Wallace — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gerdau Ameristeel US Inc.'s EIN is 59-0792436.

EIN 59-0792436

Plan number 003

Plan year 2023

ACK ID 20250630124048NAL0006608643001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gerdau Ameristeel US Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERDAU AMERISTEEL US INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

676 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

100

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

GERDAU AMERISTEEL US INC.

EIN

all filings

Address

4221 W. BOY SCOUT BLVD., SUITE 600 · TAMPA, FL · 336073328

Phone

(813) 286-8383

Industry

Manufacturing

Plan administrator

Name

BENEFITS PLANS ADMINISTRATIVE COMMITTEE

EIN

59-1670000

City

TAMPA, FL

Phone

(813) 286-8383

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-30

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

GRANT THORNTON, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOGOS PENSION GROUP	83-1892385	—	RECORD KEEPING	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA MERRILL LYNCH	13-5674085	—	INVESTMENT MANAGER	$81K	—

Investments

676 direct securities · 1 pooled fund· $79.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Master Trust

$40.2M

1 holding

U.S. Treasuries

$15.6M

91 holdings

Common Stocks

$12.3M

509 holdings

Other securities

$6.5M

70 holdings

Cash / Money Market

$4.0M

1 holding

Common Collective Trusts

$1.1M

2 holdings

Mutual Funds

$47K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$6.0M Vanguard$1.0M JPMorgan$453K Goldman Sachs$370K Morgan Stanley$207K Neuberger Berman$139K John Hancock$90K PIMCO$42K American Funds (Capital Group)$7K

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					% of plan
GERDAU AMERISTEEL MASTER TRUST GERDAU AMERISTEEL US INC. · EIN 59-0792436 / PN 004	Master Trust	—	—	$40.2M	99.0%
security number PRINCIPAL/BLACKROCK SHORT TERM INVESTMENT FUND PF9980004	Cash / Money Market	—	$4.0M	$4.0M	9.8%
US TREASURY NOTE 91282CDZ1 02/15/2025	U.S. Treasuries	—	$1.1M	$1.1M	2.6%
ISHARES CORE MSCI EAFE ETF 46432F842	Other securities	—	$975K	$1.1M	2.6%
VANGUARD INSTITUTIONAL INDEX FUND	Common Collective Trusts	—	$605K	$1.0M	2.5%
US TREASURY NOTE 912828P46 02/15/2026	U.S. Treasuries	—	$821K	$799K	2.0%
UNITED STATES TREASURY NOTES 91282CEQ0 05/15/2025	U.S. Treasuries	—	$750K	$750K	1.8%
US TREASURY NOTE 9128286T2 05/15/2029	U.S. Treasuries	—	$623K	$593K	1.5%
HARTFORD SCHRODERS EMERGING MARKETS 41665H847	Other securities	—	$562K	$569K	1.4%
US TREASURY NOTE 912828U24 11/15/2026	U.S. Treasuries	—	$574K	$560K	1.4%
AT&T INC 00206RCP5 05/15/2035	Common Stocks	—	$557K	$507K	1.2%
US TREASURY NOTE 9128282A7 08/15/2026	U.S. Treasuries	—	$497K	$483K	1.2%
UNITED STATES TREASURY NOTES 91282CGN5 02/28/2025	U.S. Treasuries	—	$465K	$460K	1.1%
BROADCOM INC 11135FAS0 11/15/2032	Common Stocks	—	$497K	$443K	1.1%
ABBVIE INC 00287YAR0 05/14/2035	Common Stocks	—	$515K	$439K	1.1%
UNITED STATES TREASURY NOTES 91282CFV8 11/15/2032	U.S. Treasuries	—	$425K	$409K	1.0%
UNITED STATES TREASURY NOTES 91282CFJ5 08/31/2029	U.S. Treasuries	—	$407K	$394K	1.0%
UNITED STATES TREASURY NOTES 91282CFE6 08/15/2025	U.S. Treasuries	—	$392K	$392K	1.0%
US TREASURY NOTE 91282CBH3 01/31/2026	U.S. Treasuries	—	$376K	$366K	0.9%
US TREASURY BOND 912810SQ2 08/15/2040	U.S. Treasuries	—	$457K	$357K	0.9%
US TREASURY NOTE 9128283F5 11/15/2027	U.S. Treasuries	—	$374K	$356K	0.9%
US TREASURY NOTE 91282CAU5 10/31/2027	U.S. Treasuries	—	$365K	$350K	0.9%
US TREASURY NOTE 912828V98 02/15/2027	U.S. Treasuries	—	$349K	$335K	0.8%
ISHARES RUSSELL MID-CAP ETF	Other securities	—	$232K	$331K	0.8%
US TREASURY NOTE 9128284N7 05/15/2028	U.S. Treasuries	—	$334K	$329K	0.8%
ISHARES CORE MSCI EMERGING MARKETS ETF 46434G103	Other securities	—	$342K	$325K	0.8%
COMCAST CORP 20030NCC3 11/01/2047	Common Stocks	—	$419K	$319K	0.8%
UNITED STATES TREASURY NOTES 91282CHN4 07/31/2025	U.S. Treasuries	—	$314K	$313K	0.8%
US TREASURY BOND 912810TA6 08/15/2041	U.S. Treasuries	—	$357K	$307K	0.8%
US TREASURY BOND 912810ST6 11/15/2040	U.S. Treasuries	—	$365K	$303K	0.7%
US TREASURY BOND 912810SR0 05/15/2040	U.S. Treasuries	—	$363K	$302K	0.7%
ORACLE CORP 68389XBW4 04/01/2040	Common Stocks	—	$298K	$288K	0.7%
APPLE INC 037833BX7 02/23/2046	Common Stocks	—	$309K	$278K	0.7%
Corporate Debt Instruments: security number maturity date rate par ABBOTT LABORATORIES 002824BH2 11/30/2046	Other securities	—	$362K	$277K	0.7%
US TREASURY BOND 912810QN1 02/15/2041	U.S. Treasuries	—	$317K	$276K	0.7%
EXXON MOBIL CORPORATION 30231GBG6 03/19/2050	Common Stocks	—	$340K	$274K	0.7%
UNITED STATES TREASURY NOTES 91282CGQ8 02/28/2030	U.S. Treasuries	—	$279K	$273K	0.7%
BERKSHIRE HATHAWAY FIN 084664CQ2 08/15/2048	Other securities	—	$296K	$272K	0.7%
BRISTOL-MYERS SQUIBB CO 110122DW5 03/15/2052	Common Stocks	—	$307K	$271K	0.7%
US TREASURY NOTE 91282CDF5 10/31/2028	U.S. Treasuries	—	$279K	$266K	0.7%
US TREASURY NOTE 9128282R0 08/15/2027	U.S. Treasuries	—	$270K	$258K	0.6%
UNITEDHEALTH GROUP INC 91324PET5 02/15/2063	Common Stocks	—	$270K	$249K	0.6%
UNITED STATES TREASURY NOTES 91282CEP2 05/15/2032	U.S. Treasuries	—	$263K	$248K	0.6%
JPMORGAN CHASE & CO 46647PDR4 06/01/2034	Common Stocks	—	$254K	$248K	0.6%
US TREASURY BOND 912810SY5 05/15/2041	U.S. Treasuries	—	$283K	$241K	0.6%
IBM CORP 459200KC4 05/15/2049	Common Stocks	—	$272K	$241K	0.6%
US TREASURY NOTE 91282CBL4 02/15/2031	U.S. Treasuries	—	$259K	$235K	0.6%
AMGEN INC 031162DT4 03/02/2053	Common Stocks	—	$253K	$234K	0.6%
US TREASURY BOND 912810PU6 05/15/2037	U.S. Treasuries	—	$248K	$222K	0.5%
GOLDMAN SACHS GROUP INC 38141GGM0 02/01/2041	Common Stocks	—	$259K	$219K	0.5%